Eric Rodriguez (CRD# 4787519) is an Investment Advisor Representative working at Wealthbuilders, LLC in Encinitas, CA and has over 18 years of experience in the finance industry. Eric Rodriguez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthbuilders, LLC | Encinitas, CA | Dec 2016 - Current | 7 |
| Wealthbuilders, LLC | Encinitas, CA | Oct 2016 - Current | 7 |
| Fleetcor Technologies | Morgan Hill, CA | Apr 2017 - Jul 2018 | 1 |
| Learnvest, Inc. | New York, NY | Jun 2015 - Apr 2017 | 1 |
| Unemployed | Morgan Hill, CA | Apr 2015 - Jun 2015 | < 1 |
| American Express | New York, NY | Jan 2010 - Apr 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- CA
-
Total Assets Under Management28MILLIONS
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Total Number of Accounts209ACCOUNTS
-
Average Account Value$134,354
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
CA
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